Key Facts
The “Ten Titans,” which include Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Broadcom, Tesla, Oracle, and Netflix, represent the largest growth-focused U.S. companies by market capitalization. Together, these companies make up over 37% of the S&P 500.
Nvidia and Broadcom are pivotal in AI infrastructure, with Nvidia’s graphics processing units (GPUs) and Broadcom’s AI accelerators leading the market. In the realm of cloud computing, major players include Microsoft (with Azure), Alphabet (with Google Cloud), and Oracle, each presenting unique investment opportunities driven by expanding demand in AI and cloud services.
Nvidia and Broadcom are positioned for significant growth, complemented by Microsoft, Alphabet, and Oracle, which also offer innovative solutions in cloud computing. These five companies are highlighted for their potential to outperform the S&P 500 over the coming years.
